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Why manage your clients with Moxie?

Comprehensive project management tools all in one snapshot

Know what’s going on with your client in just one look. From project deadlines and deliverables to proposals and invoices, it’s all here (and organized, no less). Keep all your projects and clients in one place. Easy to use. Easy to manage.

complete client snapshot
real time updates

Real-time updates to your freelance business

Half of the freelance battle is staying up to speed. Moxie is always one step ahead of you, with instant notifications for whatever’s important between you and your client.

The votes are in... Freelancers love Moxie.

Client and project health is always one click away

Never forget how far you and your clients have come—even while you’re planning what’s next. Calculate lifetime earnings, check past notes, reference your contracts, time tracked, and more.

client health
clearer bandwidth forecasting

Clearer bandwidth forecasting

Nobody wants to feel like they’re drowning at work. Moxie keeps you afloat with visual bandwidth planning that brings clarity to your commitments.

Who is this for?

This feature is perfect for:

  • Savvy solopreneurs who are juggling multiple clients and projects
  • Freelancers tired of tracking client info in sticky notes, spreadsheets, and half-hearted CRMs
  • Creative professionals who want better visibility into project scope, timelines, and payments
  • Independent consultants and contractors who want to run their business like a business

If your current “system” is a tangled web of calendar invites, email threads, and text messages, Moxie can help untangle that.

Freelance Client Management FAQ

What is freelance client management software, exactly?

It’s a system that helps you organize and track everything related to your clients, such as projects, communication, payments, timelines, contracts, and more. Instead of juggling spreadsheets and sticky notes, Moxie puts everything in one place.

Can I use Moxie if I’m just starting out as a freelancer?

Absolutely. Moxie is designed to grow with you. Whether you have one client or twenty, it gives you the tools to manage work professionally right from the start.

What makes Moxie different from a regular CRM?

Most CRMs focus on sales pipelines and enterprise teams. Moxie is built specifically for freelancers and solopreneurs, combining project management, client communication, invoicing, and time tracking into one smart system.

Is Moxie only for creative freelancers?

Nope! Moxie is used by all kinds of independent professionals: writers, designers, developers, consultants, marketers, coaches, and more. If you work with clients and need a better way to manage it all, Moxie fits.

Can I invite clients into the platform?

Yes. You can collaborate with clients in real-time, share proposals and contracts, leave comments, and track progress. It creates transparency and cuts down on email back-and-forth.

Is it easy to switch from my current tools?

Very. Moxie is designed to be intuitive, with helpful setup flows and templates to guide you through migration. Many freelancers find it replaces several other tools (like their CRM, time tracker, and invoice app) all at once.

Client management

Take control of your client relationships

Get started with Moxie
Starter
A foundation for managing projects and clients, creating invoices and organizing future opportunities.
$12/month
Or $10/month when you pay annually
Pro
White-labeled client portal and ticketing system to wow your clients, plus a business phone line and automations.
$25/month
Or $20/month when you pay annually
Teams
Collaborative projects and tasks and custom access levels for your accountant, assistant, and business partner.
$40/month
Or $32/month when you pay annually
More details and FAQs